+409.6%
VUG vs VEU
+152.3%
+257.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | +0.7% |
| 7D | -1.9% | -1.9% | 0.0% | 0.0% |
| 30D | -1.6% | -0.7% | -0.8% | -0.9% |
| 3M | +4.4% | +4.9% | -0.5% | -0.6% |
| 6M | +13.2% | +9.8% | +3.4% | +2.5% |
| YTD | +7.5% | +15.3% | -7.8% | -7.6% |
| 1Y | +12.5% | +23.0% | -10.6% | -9.5% |
| 3Y | +86.0% | +73.5% | +12.5% | +4.9% |
| 5Y | +76.5% | +54.5% | +22.0% | +12.4% |
| All | +409.6% | +152.3% | +257.3% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling